IIM

Ironwood Investment Management Portfolio holdings

AUM $206M
1-Year Est. Return 21.74%
This Quarter Est. Return
1 Year Est. Return
+21.74%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$145M
AUM Growth
+$11.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
159
New
Increased
Reduced
Closed

Top Buys

1
+$539K
2
+$493K
3
+$489K
4
ALGN icon
Align Technology
ALGN
+$268K
5
KBR icon
KBR
KBR
+$245K

Top Sells

1
+$488K
2
+$406K
3
+$352K
4
PEGA icon
Pegasystems
PEGA
+$318K
5
AAPL icon
Apple
AAPL
+$260K

Sector Composition

1 Technology 33.07%
2 Industrials 16.39%
3 Financials 12.06%
4 Healthcare 10.13%
5 Consumer Discretionary 8.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.41M 0.97%
64,620
-2,692
27
$1.4M 0.97%
12,277
-690
28
$1.35M 0.94%
34,182
-1,584
29
$1.34M 0.93%
20,985
-800
30
$1.34M 0.92%
43,494
-2,021
31
$1.32M 0.91%
32,719
-1,454
32
$1.29M 0.89%
7,914
-404
33
$1.27M 0.88%
9,098
-657
34
$1.18M 0.81%
36,825
-1,500
35
$1.16M 0.8%
156,806
-5,666
36
$1.14M 0.79%
76,826
-857
37
$1.12M 0.77%
10,254
-374
38
$1.12M 0.77%
52,858
-3,868
39
$1.11M 0.77%
8,397
+185
40
$1.07M 0.74%
22,572
-829
41
$1.07M 0.74%
17,808
-1,097
42
$1.06M 0.73%
9,145
-165
43
$982K 0.68%
30,715
-2,189
44
$954K 0.66%
8,271
-609
45
$950K 0.66%
6,511
+61
46
$949K 0.66%
19,896
-1,320
47
$931K 0.64%
16,738
-5
48
$900K 0.62%
7,020
-275
49
$893K 0.62%
8,949
-654
50
$888K 0.61%
2,562
+52
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2
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